EXIT IQ
Employee Stock Ownership Plan
(ESOP)
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ESOP's are a tax qualified retirement plan governed by ERISA that allows a business owners to sell their stock to the ESOP of which every employee becomes a shareholder. This creates a liquidity event for the business owner to exit the business. Due to many tax incentives created by congress over the years, ESOP's have grown in popularity.
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Business Analytics Report
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Our Business Analytics Report goes beyond valuation to deliver detailed performance metrics, financial trends, and operational efficiencies. We analyze critical factors such as revenue streams, profitability, market trends, and industry benchmarks to uncover strengths, weaknesses, and areas for improvement.
Internal Transfers to Family or Management​
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With Internal Transfers the best thing you can do is PLAN EARLY! The risks associated with an internal transfer are much higher than if the business was sold to an outside 3rd party. Why?
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The business is typically sold for less than fair market value. Determine what discounts are allowed to meet IRS guidelines.
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Employees or family members that have expressed interest in purchasing the business often times do not have the financial resources to purchase the business.
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The financial terms typically include payments over a long period of time placing the owners value at risk.
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Mismanagement of the company increases the likelihood that the owner will not get paid the full value of the business.
At Exit IQ, we go beyond just determining what your business is worth today—we help you understand what it should be worth and what it could be worth with the right strategies in place.
Our Business Valuation & Business Analytics Report provides a deep assessment of your company’s strengths, weaknesses, risks, and gaps, giving you the clarity needed to maximize business value and prepare for a successful exit.